Client Insights Analyst

JM Family

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profile Job Location:

Deerfield Beach, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 7 days ago
Vacancies: 1 Vacancy

Job Summary

The Client Insights Analyst supports Client Engagement and Analytics efforts by developing high-quality presentations RFP responses and analytical materials for field teams and large dealer groups. This role is responsible for translating complex data into clear actionable insights and compelling business narratives that support decision-making and strengthen partner relationships.

The position plays a key role in building and maintaining client-facing and internal presentations supporting RFP execution and contributing to scalable content solutions using presentation automation and content management tools. Additionally this role supports initiatives to improve efficiency consistency and scalability across reporting and presentation development within the Client Engagement & Analytics organization including the use of AI-enabled tools and workflows.

Responsibilities:

  • Presentation Development & Client Materials
    • Develop and maintain client-facing and internal presentations including executive reviews partnership updates product materials and strategic business reviews
    • Translate complex data and analysis into clear visuals and structured business narratives tailored to field teams and dealer partners
    • Ensure accuracy consistency and high-quality standards across all deliverables
  • RFP & Strategic Content Support
    • Support the development of RFP responses proposals and pitch materials by organizing content and aligning data to business objectives
    • Partner with cross-functional stakeholders to gather inputs and ensure materials reflect business priorities and client needs
  • Scalable Content & Automation
    • Assist in the development of scalable presentation templates and automated outputs using presentation automation content management and design tools
    • Contribute to standardizing materials to improve efficiency and consistency across the organization
    • Leverage AI-enabled tools to support content generation data analysis and workflow efficiency
  • Process Improvement
    • Identify opportunities to streamline reporting presentation development and operational workflows
    • Support initiatives to automate recurring deliverables and improve scalability

Required Qualifications:

  • Bachelors degree in Business Analytics Finance Marketing or related field
  • 25 years of experience in analytics insights strategy marketing or similar roles
  • Demonstrated ability leveraging AI-enabled tools to enhance analysis content development and productivity
  • Advanced proficiency in Microsoft PowerPoint and Excel
  • Experience developing client-facing or executive-level presentations
  • Strong analytical problem-solving and organizational skills
  • Excellent written and verbal communication skills
  • Self-starter with the ability to manage multiple priorities with attention to detail

Preferred Qualifications:

  • Support initiatives to automate recurring deliverables and improve scalability
  • Experience supporting sales client-facing or account management teams
  • Experience with presentation automation content generation or workflow tools
  • Experience supporting RFPs proposals or pitch materials
  • Experience using AI tools in a professional setting

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This job description may not be inclusive of all assigned duties responsibilities or aspects of the job described and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance business need and manager discretion and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises Inc. is an Equal Employment Opportunity employer. We are committed to recruiting hiring retaining and promoting qualified associates without regard to age race religion color gender sex (including pregnancy childbirth and related medical conditions) sexual orientation gender identity gender expression mental or physical disability national origin marital status citizenship military status genetic information veteran status or any other characteristic protected by federal state provincial or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process please contact JM Familys Talent Acquisition department at for assistance. If you have an accommodation request for one of our recruiting events please notify us at least 72 hours prior so that we may provide assistance.


Required Experience:

IC

The Client Insights Analyst supports Client Engagement and Analytics efforts by developing high-quality presentations RFP responses and analytical materials for field teams and large dealer groups. This role is responsible for translating complex data into clear actionable insights and compelling bu...
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Jim Moran's passion for selling cars continues with JM Family. We build strong relationships with customers, partners and communities.

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